How it works
From first call to live follow-up in one week.
Four phases. No infrastructure to install. We work with your existing phone number, CRM, and lead sources. You approve every template before anything sends.
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Day 0 01 30 minutes
Discovery call
- Map web form, missed-call, and after-hours intake
- Confirm average ticket and weekly lead volume
- Define escalation rules (pricing, warranty, urgency, anger)
- Walk through stop-rule logic: reply, booking, opt-out
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Days 1–6 02 About one week
Template approval and workflow build
- We draft SMS and email templates from your voice
- You sign off in writing before anything is wired up
- Workflow connects to your existing phone number and CRM
- Logging, audit trail, and weekly report scaffolding set up
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Day 7 03 Pilot start
Go live on one lead source
- First responses begin firing under five minutes
- Escalations route to the human you named on the discovery call
- Owner sees real-time captures throughout the day
- Dry-run for the first 24 hours; nothing irreversible
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Every Friday 04 30-day pilot window
Weekly owner report
- Leads captured, responses sent, replies, bookings
- Recovered revenue and unresolved opportunities
- Escalations summary: who replied and what they said
- After 30 days: continue, expand to a second source, or stop
You stay in control
Every outbound message uses templates you signed off. Follow-up halts on reply, booking, or opt-out.
- Approved templates only. The system does not improvise.
- Urgent or pricing-sensitive replies escalate to a human on your team.
- Full message log retained for the engagement.
- You can pause the workflow at any time.